Tony Martinez (CRD# 2860241) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Corpus Christi, TX and has over 27 years of experience in the finance industry.
CRD# 6713927
Edward Jones
CRD# 4385180
Missionsquare Retirement
CRD# 858040
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Corpus Christi, TX | Feb 2019 - Current | 5 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Corpus Christi, TX | Nov 2018 - Current | 5 |
Wells Fargo Clearing Services, LLC | Corpus Christi, TX | Nov 2016 - Nov 2018 | 2 |
Wells Fargo Advisors LLC | Corpus Christi, TX | Jan 2011 - Nov 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1997 |
S65 | NASAA Investment Advisors Law Examination | May 1997 |
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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